PCM
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Prelude Capital Management’s BRC Group Holdings RILY Stock Holding History

Prelude Capital Management’s Portfolio RILY Stock Details RILY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,966
Closed -$379K – 1297
2023
Q3 		$531K Buy
+12,966
New +$638K 0.03% 456
2023
Q1 		– Sell
-34,500
Closed -$1.18M – 1422
2022
Q4 		$1.18M Buy
+34,500
New +$1.45M 0.06% 325

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prelude Capital Management's RILY Position: Q4 2023 in Review

Prelude Capital Management sold out of BRC Group Holdings (RILY) in Q4 2023, closing a stake of 12,966 shares — an estimated $379K sold.

Prelude Capital Management first reported a position in RILY in Q4 2022 and held it in 2 quarters. The position peaked at $1.18M in Q4 2022. 143 funds tracked by Wall St. Rank hold RILY as of Q4 2023.

  • Prelude Capital Management reported no remaining BRC Group Holdings position as of Q4 2023 after selling out during the quarter.
  • Prelude Capital Management sold 12,966 BRC Group Holdings shares in Q4 2023, an estimated $379K.
  • Prelude Capital Management first reported a position in BRC Group Holdings in Q4 2022 and held it in 2 quarters.
  • Prelude Capital Management's BRC Group Holdings position peaked at $1.18M in Q4 2022.
  • 143 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2023.

Based on Prelude Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.